Charter Broker Onboarding Process
Just as we do for Central Agencies, we carefully review all sign-up requests for Calendars by Ankor to maintain a high standard of credibility, transparency, and data integrity. Our thorough onboarding process is designed to accommodate both experienced retail brokers affiliated with recognized firms and independent brokers. The goal is to ensure that only legitimate, experienced, and professional brokers gain access, safeguarding the integrity of the platform while fostering a trusted network.
Documentation required for RAs
We have introduced a formal framework designed to ensure broker legitimacy, accountability, and operational capability, with clearly defined documentation standards, verification procedures, and justifications.
Onboarding Process:
Step 1: Customer must sent required documents to gain access to Calendars
Step 2: Review process. Typically takes 48-72 hours or 2-3 business days. If additional information is needed, we'll contact you.
Step 3: Once approved, you will receive an email with your login instructions.
Documentation required for RAs (Charter Brokers)
| Documents | Affiliated Brokers | Independent Brokers | Reason for Requirement |
|---|---|---|---|
| 1. Professional Experience | Min. 3 completed charters | Min. 5 completed charters | Ensures brokers have industry expertise |
| 2. PI Insurance | $/€ 100.000 coverage | $/€ 100.000 coverage | Protects against financial and legal risks |
| 3. Business Affiliation | Employment contract or firm registration | Business registration or sole proprietorship | Verifies legal operations |
| 4. Industry References | Min. 2 references (captains, owners, customers, guests or social media are accepted) | Min. 5 references (captains, owners, customers, guests or social media are accepted) | Establishes credibility and reliability |
| 5. Industry Certification (Mandatory for Independent Brokers) | Not needed | MYBA, IYBA, CYBA, TYBA, GYA, AYCA, APSA | Encourages adherence to industry standards |
| 6. Client Fund Handling | Firm’s client account | Dedicated client or business account | Ensures secure handling of client funds |
What happens if I still don't have enough completed charters and all the documents required?
In case you started recently and still do not have enough references, you will have a period of six months in order to send all requirements. During this time you will be able to access Calendars RA. However, if no docs are provided within 6 months, your access may be revoked.
Still Need Help?
Speak to our Customer Success team, who are here to support you via support@ankor.io or chat with us using the Life ring Help feature at the bottom right of our application.